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Asset Planning Inc’s Zevra Therapeutics ZVRA Stock Holding History

Asset Planning Inc’s Portfolio ZVRA Stock Details ZVRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-215
Closed -$2.04K – 305
2025
Q3 		$2.04K Hold
215
– – ﹤0.01% 276
2025
Q2 		$1.89K Hold
215
– – ﹤0.01% 270
2025
Q1 		$1.61K Hold
215
– – ﹤0.01% 286
2024
Q4 		$1.79K Buy
+215
New +$1.83K ﹤0.01% 292

Other funds holding ZVRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Asset Planning Inc's ZVRA Position: Q4 2025 in Review

Asset Planning Inc sold out of Zevra Therapeutics (ZVRA) in Q4 2025, closing a stake of 215 shares — an estimated $2.04K sold.

Asset Planning Inc first reported a position in ZVRA in Q4 2024 and held it in 4 quarters. The position peaked at $2.04K in Q3 2025. 158 funds tracked by Wall St. Rank hold ZVRA as of Q4 2025.

  • Asset Planning Inc reported no remaining Zevra Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Asset Planning Inc sold 215 Zevra Therapeutics shares in Q4 2025, an estimated $2.04K.
  • Asset Planning Inc first reported a position in Zevra Therapeutics in Q4 2024 and held it in 4 quarters.
  • Asset Planning Inc's Zevra Therapeutics position peaked at $2.04K in Q3 2025.
  • 158 funds tracked by Wall St. Rank held Zevra Therapeutics as of Q4 2025.

Based on Asset Planning Inc's 13F filing for Q4 2025, filed 3 Feb 2026.